Barclays

Barclays Portfolio holdings

AUM $272B
1-Year Est. Return 16.92%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Quarter Est. Return
1 Year Est. Return
+16.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,468
New
Increased
Reduced
Closed

Top Sells

1 +$3.13B
2 +$1.38B
3 +$1.32B
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.13B
5
PG icon
Procter & Gamble
PG
+$923M

Sector Composition

1 Technology 33.53%
2 Consumer Discretionary 10.88%
3 Financials 10.79%
4 Communication Services 9.25%
5 Healthcare 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$56K ﹤0.01%
10,102
-11,153
3477
$56K ﹤0.01%
18,421
-18,118
3478
$56K ﹤0.01%
+9,357
3479
$56K ﹤0.01%
45,097
-60,461
3480
$56K ﹤0.01%
+1,600
3481
$55K ﹤0.01%
+11,823
3482
$55K ﹤0.01%
3,199
-5,144
3483
$55K ﹤0.01%
1,182
3484
$55K ﹤0.01%
1,918
-2,047
3485
$55K ﹤0.01%
344
3486
$55K ﹤0.01%
2,793
-4,142
3487
$55K ﹤0.01%
11,378
-25,767
3488
$54K ﹤0.01%
6,679
-5,744
3489
$54K ﹤0.01%
21,654
-9,943
3490
$54K ﹤0.01%
+846
3491
$54K ﹤0.01%
3,127
-11,830
3492
$54K ﹤0.01%
1,000
3493
$53K ﹤0.01%
4,009
-4,186
3494
$53K ﹤0.01%
+44,035
3495
$53K ﹤0.01%
2,959
-2,583
3496
$53K ﹤0.01%
2,109
-88
3497
$53K ﹤0.01%
8,270
-2,023
3498
$53K ﹤0.01%
31,756
-31,666
3499
$53K ﹤0.01%
+49,516
3500
$53K ﹤0.01%
13,594
+13,402